Have you ever wondered when to use a piece and when to use a task? See here the main differences between them.
Do you know when the activity to be performed by the employee should be registered as a piece and when it should be a task in a project?
In short: the piece is used to direct activities that depend on a workflow, such as graphics, which needs to go through Text > Design> Approval.
In the piece, it is possible to specify some information for the execution of the work in the best way:
If it is a social media piece, for example, it is possible to determine which channel it will be published on Facebook, Instagram, Twitter, and Linkedin.
This information will be reflected in the fields that will be available to fill in each social network.
It is also possible to specify the creative briefing of the piece, the format, the account manager and replicate it (that is, make a copy of it with the number you need—a function widely used for planning posts for the month).
This information will be made available to all people involved in the workflow of the piece, which can be customized however you wish.
In fact, the definition of the flow will depend on how the work in your agency progresses, but what must be taken into account is that you can already define the dates and responsible for each step for sequential execution in the piece.
See an example workflow below:
In this way, we can say that the piece is a set of steps related to the creation of some agency service that often follows a flow of execution like the example above.
A task must be used for specific activities to be carried out within the project. The big difference in relation to the piece is that the task has no execution flow.
For example: setting up a plan, making a budget or IO, meeting with the client, generating a report, among other activities that do not involve the creation of the agency and/or do not require a sequence of execution.
In addition to these characteristics, the task also has a peculiarity. It is possible to determine a "Relationship" linked to the activity. Check out:
When the employee responsible for the task accesses the "My Activities" dashboard to perform it, the button pointing to the selected list will be available.
Ex .: Budget Ratio. See below:
This relationship makes clicking the button...
...direct the employee from the task to the budget creation page, optimizing the performance of the activity.
Note: it is important that the person responsible for the task has already pressed "Play" in the timesheet before clicking this shortcut.
An important point to be emphasized is that in both options there is the possibility to account for the time spent to perform them through the timesheet.